managed_chef_server

Deploys and configures the Chef Infra Server in a relatively stateless model. The included [policyfiles](policyfiles) provide examples of deployment options and the required attributes. You will need to pass

node['chef-server']['accept_license'] = true

for Chef Server 13 (note that Chef Client 14 with Chef Server 13 has issues accepting licenses).

Recipes

default

Installs the Chef Infra Server in a new deployment, wrapping the Chef-Server cookbook. You will need to use the managed_organization recipe or provide your own organizations recipe to use the other recipes. If you wish to configure your Chef Infra Server to report to Automate you will need to provide the following attributes like so:

node['mcs']['data_collector']['token'] = '1234ABCD5678efjkkPmBsihvwXI='
node['mcs']['data_collector']['root_url'] = 'https://YOURAUTOMATE/data-collector/v0/'
node['mcs']['data_collector']['proxy'] = true
node['mcs']['profiles']['root_url'] = 'https://YOURAUTOMATE'

managed_organization

This creates a managed Chef organization and an org-managing admin user through the appropriate [attributes](attributes/default.rb#24).

restore

Restores the Chef Infra Server in a new deployment, including the default recipe. It looks for the existence of a knife-ec-backup tarball to restore from, configured with the node['mcs']['restore']['file'] attribute. If you are using the managed_organization recipe it will restore your /etc/chef/managed/ORG_NAME/ORG_NAME.keys from the backup.

upgrade

Upgrades the existing Chef Infra Server to a new version with the package provided. The cookbook follows the Chef Infra Server Standalone Upgrade Documentation and will stop the server for the duration of the upgrade and perform the chef-server-ctl cleanup at the end. You may provide the appropriate .RPM or .DEB package via the node['mcs']['upgrade']['package_source'] attribute.

backup

Runs knife ec backup via cron and puts the backups in the node['mcs']['backup']['dir']. The default is 2:30am daily, but you may change the cron schedule via the following attributes.

node['mcs']['backup']['cron']['minute'] = '30'
node['mcs']['backup']['cron']['hour'] = '2'
node['mcs']['backup']['cron']['day'] = '*'
node['mcs']['backup']['cron']['month'] = '*'
node['mcs']['backup']['cron']['weekday'] = '*'

cron

Schedules the Chef client to run on the Chef Infra Server via cron against a provided policyfile archive. This may be set to use --local-mode, for when the Chef client has no other Chef Infra Server to contact. See the example [policyfiles/cron.rb](policyfiles/cron.rb) and [kitchen.yml](kitchen.yml) for reference.

data_bag_loader

The node['mcs']['data_bags']['dir'] is compared against the existing data bags on the server and creates and/or updates them as necessary. If the node['mcs']['data_bags']['prune'] attribute is true then the data bags and their items are deleted if they exist on the server but do not have the requisite JSON files.

legacy_loader

Takes the node['mcs']['cookbooks']['dir'], node['mcs']['environments']['dir'] and node['mcs']['roles']['dir'] directories and loads whatever content is found into the Chef Infra Server organization. If you want to use the same directory for the roles and environments the recipe can distinguish between JSON files. The cookbooks are expected to be tarballs in a directory, they will all be attempted to load via their Berksfile or with knife. For legacy cookbooks with multiple dependencies it may take multiple runs to load everything.

policyfile_loader

Takes the node['mcs']['policyfile']['dir'] and parses any .lock.json files to determine which policyfile archives to load into the local Chef Infra Server. Policies will be assigned to the group designated by the node['mcs']['policyfile']['group'] attribute for the Chef Infra Server (_default is the default). If the policy itself sets the node['mcs']['policyfile']['group'] attribute, the policy will be assigned to that group.

Attributes

The [default.rb](attributes/default.rb) attributes file documents available settings and tunings.

Custom Resources

Custom resources are used to reduce the complexity of the included recipes.

managed_organization

The :create action will instantiate a Chef Infra Server organization with an internal administrator user. The name properties is the organization. The organization's full_name, email, and password are all optional properties.

managed_chef_server_backup

This resource schedules backups of the Chef Infra Server via cron-style properties (minute, hour, day, month, weekday). The backups are written to the directory and their filenames start with the prefix.

managed_chef_server_cron

This resource requires an archive property specifying the policyfile archive to deploy and use for running via cron.

managed_chef_server_restore

This resource requires a tarball property specifying the knife ec backup tarball to restore from.

cookbook_loader

This resource runs berks or knife against the directory property specifying the source for the cookbook tarballs to keep in sync with the server.

data_bag_loader

This resource works off of the directory property specifying the source for the data bags to keep in sync with the server.

managed_data_bag

This has :create, :prune, :item_create, and :item_prune for managing the data bags available on the server. This custom resource is called from the data_bag_loader resource.

environments_loader

All of the Ruby or JSON environment files in the directory will be loaded onto the Chef Infra Server and updated if they change.

policyfile_loader

This resource looks for policyfile locks and archives in the directory specifying the source, only uploading them if they have been updated.

roles_loader

All of the Ruby or JSON role files in the directory will be loaded onto the Chef Infra Server and updated if they change.

Testing

There is a [kitchen.yml](kitchen.yml) that may be used for testing with Vagrant. The [kitchen.vagrant.yml](kitchen.vagrant.yml) may be symlinked as kitchen.local.yml and used with local caches to speed up testing. If you want to use Docker, [kitchen.dokken.yml](kitchen.dokken.yml) may be used but it does not persist changes between runs and is thus not significantly faster (it's slower than Vagrant with caching). The following Suites map to separate named run lists in the [Policyfile.rb](Policyfile.rb) that may be repurposed as necessary, with 15* variants for testing with Chef Infra Server 12.19 as opposed to 13. The test directory will need to be populated with downloaded RPM installers as necessary.

15/16default

Tests simple installation and creation of the managed Chef user and organization.

16data_collector

Tests deploying the Chef Infra Server configured to send data to an external Automate deployment.

16backup

Checks the backup script is in the crontab and backup directories are available.

16cron

Checks the chef-client is in the crontab

16data_bags

Adds loading data bags from the included [test](test) directory. It restores from a previous data bag backup to ensure pruning and updating work.

16legacy

Adds loading cookbooks, environments and roles from the included [test](test) directory.

16policyfile

Adds loading policyfiles from the included [test](test) directory.

15/16restore

Restores the Chef Infra Server from a backup consisting of the everything content. kitchen verify restore ensures the policyfiles were restored properly.

15/16upgrade

Installs the Chef Infra Server, loads data bags, loads legacy content, loads policyfiles, and adds backup via cron, then upgrades the installed version of Chef Infra Server.

15/16everything

Installs the Chef Infra Server, loads data bags, loads legacy content, loads policyfiles, adds backup via cron, and upgrades the installation.

License and Authors

• Author: Matt Ray matt@chef.io
• Copyright 2018-2020, Chef Software, Inc

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

    http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.